We can advise you on
-
Financial planning
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
-
Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
-
Insurance & protection
- Critical illness
- Life insurance
-
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Daniel Piggott
Independent Financial Planner
Adrian Cook
Director/Financial Adviser
Qualifications & Accreditations
Hide qualifications
CeFa - Certificate for Financial Advisers
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
IMC - Investment Management Certificate (CFA)
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
What our clients say
When my husband died, it was a very sad and emotional time. However, it was a great consolation that I did not have an added worry of suddenly looking after my financial affairs as I knew that they were in the excellent hands of ASC Financial Solutions. My husband had the highest regard and confidence in ASC. I totally endorse his sentiments. ASC have the unique ability of being very approachable and friendly without this impacting on their high professionalism. I would not hesitate to recommend them. I wish them continued success.
Mrs B, Leighton Buzzard
It is re-assuring to have easy access to personal financial advice that is discussed and presented professionally in a warm and friendly manner. Investment options are actioned with ease and efficiency, followed by regular updates as required – all much appreciated. ASC Financial Solutions Ltd deserves every success.
Mr & Mrs I, Towcester
At last, with ASC I have found a Financial Adviser that is responsive and pro-active. You really do feel valued and important and this is a refreshing change!
Mr F, Bracknell
ASC Financial Solutions have always been absolutely first class in their advice to us, particularly in the current financial maze, with so much uncertainty. We have regular meetings with Adrian either at our home or at the office, whichever suits our needs at the time. Furthermore, the firm takes a positive role with our investments, giving guidance, advice and ideas rather than just reporting results.
Mr & Mrs E, Milton Keynes
I am very grateful to ASC Financial Solutions for the advice and help given to me. I find both Adrian and his staff positive and courteous and rely completely upon his advice. It is always a pleasure to do business with Adrian.
Mrs P, Milton Keynes
Where to find us
A S C Financial Solutions, 19 Shirwell Crescent, Furzton, Buckinghamshire, Milton Keynes, MK4 1GA
Contact us
About us
Having worked for large banks dealing with premier wealth clients, Managing Director Adrian Cook wanted to give a more personal service to clients at all levels and stages of life. This was where ASC Financial Solutions was founded some ten years ago.
2018 has provided an exciting development and with Adrian keen to support his local High Street, our new office in Winslow has now opened.
ASC Financial Solutions have a committed team of staff and advisors who are known for their exceptional customer service. They are proud to work with clients to achieve their financial goals and aspirations with offices in Winslow and Milton Keynes.
ASC provide financial advice to both personal and business clients alike specialising in investment and pension/retirement planning.
New clients are invited to either office for an introductory meeting at no cost or obligation where we discuss your goals and objectives along with existing portfolios you may have.
Our services
Our clients would describe ASC Financial Solutions as a friendly team who provide an excellent personalised service, both initially and on an ongoing basis.
Compliance
ASC Financial Solutions Limited is registered in England 6527411 and is authorised and regulated by the Financial Conduct Authority . Registered office: 19 Shirwell Crescent, Furzton Lake, Milton Keynes, MK4 1GA.
